How to Edit a Clients Profile Details
Sometimes administration errors happen. Fortunately, Glade provides a user-friendly interface that allows you to easily edit your clients' profile information, ensuring that any mistakes can be swiftly corrected. This guide will walk you through the steps necessary to update a client's profile in Glade.
Steps to Edit Client Profile Information
To make changes to your client's profile, follow these simple steps:
Log in to your Glade account and access your dashboard. Locate the "Contacts" tab, which is represented by the icon of three people on the left side of the page.
Select the name of the contact you wish to edit. Click on their name to open their profile.
In the top right corner of the page, you will see three dots. Click on this icon and select "Edit Member."
A new window will open, allowing you to make edits to the client's name, contact information, and birthday.
After making the necessary changes, click "Save" to update the profile.
By following these steps, you can ensure that your clients' information is always accurate and up-to-date. For more information on using Glade, please visit our support page.